Prolaera platform will be officially retired on September 30, 2025. As part of this transition, it’s important that you plan ahead to retrieve any necessary data.
As part of the planned sunset of the Prolaera platform, customers have the opportunity to retrieve important data directly from their Prolaera site or optionally request a Raw Data and Materials extract. Please review the following information to ensure you have access to the records you need.
📥 Downloading Data Directly from Your Prolaera Site
You can access and export key data directly from your firm's Prolaera site. This includes reporting and export options that support training activity, credit tracking, and user records.
To make the retrieval process as seamless as possible ahead of Prolaera’s planned sunset, we’ve categorized the available reports into three groups: Course Data, Event Data, and User Data (Active and Inactive). Below is an overview of what can be accessed, along with instructions and any applicable limitations.
Please ensure all necessary data is downloaded by September 30, 2025.
📚 Course Data
➤ Self-Study Library Course Data
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Includes: Course summary, objectives, and target audience
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Availability: Cannot be exported in bulk; must be copied individually
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Alternative:
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Report: Self-Study Usage Report
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Path:
Course Editor > Self Study Usage Report
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➤ Learning Track Courses and User Completions
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Availability: Must be pulled individually per track
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Report: User Completion Report
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Path:
Learning Tracks > Manage > Generate Report
📅 Event Data
➤ Past Event Details
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Includes: Summary, objectives, and audience
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Report: Event Summary Report
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Path:
Event Manager > Export to Excel > Event Summary Report
➤ Event Attendance and Completion Status
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Includes: Attendance and completion info (does not include actual certificates)
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Report: Attendee Report
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Path:
Event Manager > Export to Excel > Attendee Report
➤ Certificates Awarded for Events
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Includes: Certificates of completion per Event
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Path:
Event Manager > Manage > Reports > Download PDFs
➤ Event Evaluation Feedback
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Includes: Collected evaluation responses from attendees
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Report: Event Evaluation Report
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Path:
Event Manager > Export to Excel > Event Evaluation Report
👤 User Data (Active and Inactive)
➤ User Account Information
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Includes: Names, email addresses
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Report: User Report
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Path:
Admin > User Manager > Select Users > User Report
➤ License Information
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Report: License Report
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Path:
Firm Compliance > Select Users > Generate Reports
➤ Certification Details
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Availability: Included in the User Report
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Path:
User Manager > Select Users > User Report
➤ All Certificates (Self-Study and Event-Based)
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Reports Available: Summary, Detail, or PDF versions
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Path:
Certificate Manager
📌 Additional Notes
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Most reports are available via Excel download.
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Certificate files must be downloaded manually and are not included in the Excel-based reports.
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For any custom or bulk extraction needs, you may also request the standardized Raw Data and Materials Extract. See the section below for more details.
📂 Raw Data and Materials Extract
If your data needs cannot be fully met through the standard downloads from your Prolaera site interface, you may request a standardized Raw Data and Materials extract. Please note that this is the only format that will be provided.
🔧 Zip File Structure Overview
The extract will be delivered as a compressed ZIP file containing the following directory structure:
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activities/ – Organized by activity title; includes associated documents and uploaded files.
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courses/ – Organized by course; contains module information and any related course materials.
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dynamodb-data-takeout/ – Contains raw JSON data exported from Prolaera. JSON is a flexible, industry-standard format commonly used for importing into other platforms or systems.
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events/ – Organized by event title; includes any attached documents and files.
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images/ – Common site images used throughout your Prolaera portal.
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logos/ – Logo files uploaded to your firm’s Prolaera site.
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sponsors/ – Images used for sponsor certificate templates.
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users/ – Individual folders for each user containing saved certificates, compliance reports, and related documentation.
📝 Requesting the Extract
To request the Raw Data and Materials extract:
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Complete this request form.
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Deadline to submit: All requests must be received by July 31, 2025.